Cannon Financial Strategists, Inc. BIV Holdings History
Cannon Financial Strategists, Inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Cannon Financial Strategists, Inc. held 461,713.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $35.35 Mil. This investment constitutes 6.07% of their stock portfolio, and Cannon Financial Strategists, Inc. now holds 0.16% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2019Q4. And since then Cannon Financial Strategists, Inc. has made 17 purchases of BIV, at an average price of $85.52, for a total of 562,136.00 shares. In addition, there have been 4 sales at an average price of $75.06 for 100,423.00 shares. Based on historical transaction data and BIV's current price of $76.64, Cannon Financial Strategists, Inc.'s estimated gain on his BIV holdings is $-5.15 Mil, reflecting a -10.71% gain to date.
Cannon Financial Strategists, Inc. BIV ($76.64) Holding Chart
Cannon Financial Strategists, Inc. BIV ($76.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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